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  • Taurus Ethical Fund Bonus (PIDCW-A)
Taurus Ethical Fund Bonus (PIDCW-A)

Taurus Ethical Fund Bonus (Pidcw-a)

EquitySectoral / Thematic - Ethical

73.53

NAV (May 11)

Scripbox Opinion

Not Recommended

Click here for top ranked funds in sectoral / thematic - ethical mutual funds.

However, Scripbox does not recommend investing in sectoral / thematic - ethical mutual funds.

This category has few funds and relatively small amounts invested in them.

The Shariah benchmark index has performed moderately well over time however, funds in this category are very few and have underperformed the benchmark index.Investors are therefore better off investing in diversified funds rather than this category.

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Track Record

12 Years. The Fund has Sufficient history for analysis and the track record is good.

Relative Size

55 Cr. Negligible within the category

Category View

Relatively Poor. The category has a relatively poor investment outlook

Consistency Of Performance

Good. The historical performance of the fund has been good

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    Historical growth rate of 12% per annum
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Scheme Information

Investment Objective

To provide capital appreciation and income distribution to unitholders through investment in a diversified portfolio of equities,which are based on the principles of Shariah.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

risk-indicator-arrow.svg

Very High Risk

2.49 %

Expense Ratio

Apr 06, 2009

Launched (12y ago)

₹ 55

AUM in Crores

INF044D01823

ISIN

No Lock-in

Lock-in

S&P BSE 500 Shariah

Benchmark

₹ 0

SIP Minimum

₹ 5,000

Lumpsum Min.

Fund Managers
user-avatar

Prasanna Pathak

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 965,796 ₹ 233,18411.25%
EPF70% ₹ 900,761 ₹ 168,1498.50%
Property70% ₹ 867,662 ₹ 135,0507.00%
PPF70% ₹ 869,819 ₹ 137,2077.10%
Bank FD70% ₹ 846,471 ₹ 113,8596.00%
Gold70% ₹ 846,471 ₹ 113,8596.00%
Savings Bank70% ₹ 825,950 ₹ 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

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Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • Inflation beating returns
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    Grow Wealth , Retirement , Kid's Education
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comparison

Comparison with Equity Funds

SBI Focused Equity Fund (G)

SBI Focused Equity Fund (G)

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Recommended

Top Ranked

17 Years

Age

5

Track Record

Aditya Birla Sun Life Focused Equity Fund (G)

Aditya Birla Sun Life Focused Equity Fund (G)

Diversified

Recommended

Top Ranked

16 Years

Age

5

Track Record

UTI Nifty Index Fund (G)

UTI Nifty Index Fund (G)

Index Funds

Recommended

Top Ranked

21 Years

Age

5

Track Record

HDFC Index Nifty 50 fund (G)

HDFC Index Nifty 50 fund (G)

Index Funds

Recommended

Top Ranked

19 Years

Age

5

Track Record

Kotak Bluechip fund (G)

Kotak Bluechip fund (G)

Large Cap

Recommended

Top Ranked

23 Years

Age

5

Track Record

amc-icon

About the AMC

Taurus Asset Management Company Limited

Taurus Asset Management Company Limited manages assets worth 488 crores and was set up on 27 July 1993. It's current offering of mutual fund schemes includes 12 debt and 24 equity funds.

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  • tel-amc-about
    022-66242700
  • mail-amc-about
    customercare@taurusmutualfund.com
  • Taurus Tax Shield fund (G)

    Taurus Tax Shield fund (G)

    Tax Saving

    ₹ 74 Cr

    Fund Size

    8.3%

    3Y returns

    Taurus Nifty Index Fund (G)

    Taurus Nifty Index Fund (G)

    Index Funds

    ₹ 1 Cr

    Fund Size

    12.1%

    3Y returns

    Taurus Largecap Equity Fund (G)

    Taurus Largecap Equity Fund (G)

    Large Cap

    ₹ 29 Cr

    Fund Size

    7.7%

    3Y returns

    Taurus Flexi Cap Fund (G)

    Taurus Flexi Cap Fund (G)

    Diversified

    ₹ 235 Cr

    Fund Size

    4.5%

    3Y returns

    Taurus Discovery Midcap Fund (G)

    Taurus Discovery Midcap Fund (G)

    Mid Cap

    ₹ 66 Cr

    Fund Size

    11.7%

    3Y returns

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Grow Wealth , Retirement , Kid's Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Parag Parikh Flexi Cap fund (Growth)

    Parag Parikh Flexi Cap fund (Growth)

    Equity

    Diversified

    Mirae Asset Large Cap Fund (Growth)

    Mirae Asset Large Cap Fund (Growth)

    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

    Axis Bluechip Fund (Growth)

    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

    How does Scripbox rate funds?

    Proprietary system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Relative Size

    Relative Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Category View

    Category View

    We check if the sub-category of the fund is recommended by us.

    Consistency Of Performance

    Consistency Of Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Relative Size

    Relative Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Quality Of Fund’s Portfolio

    Credit Quality Of Fund’s Portfolio

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Equity Funds

    Debt Funds

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    About Taurus Ethical Fund Bonus (PIDCW-A)

    About Taurus Ethical Fund Bonus (PIDCW-A)

    Taurus Ethical Fund Bonus (PIDCW-A) is a sectoral / thematic - ethical equity fund and has delivered an annualised return of 17.9% over a period of 12 years ..The fund is managed by Taurus Asset Management Company Limited.The fund manager’s name is Prasanna Pathak.

    Taurus Ethical Fund Bonus (PIDCW-A) Investment Objective

    To provide capital appreciation and income distribution to unitholders through investment in a diversified portfolio of equities,which are based on the principles of Shariah. However, there is no assurance that the objective of the scheme will be realized.

    Taurus Ethical Fund Bonus (PIDCW-A) NAV,AUM,Risk

    The Taurus Ethical Fund Bonus (PIDCW-A) fund was launched on Apr 06, 2009. The NAV (Net Asset Value) of this sectoral / thematic - ethical equity as of 2021-05-11 is ₹ 73.53. The total AUM (Asset Under Management) of the fund as of 2021-05-12 is ₹ 54.014. The category risk of the Taurus Ethical Fund Bonus (PIDCW-A) fund is Very High Risk. The fund charges 2.49 % as expense ratio.

    Taurus Ethical Fund Bonus (PIDCW-A) Holdings

    The fund’s highest allocation is towards equity and has invested 96.4% in this asset class. The top three holdings of the fund are infosys ltd,tata consultancy services ltd and shree cement ltd shs dematerialised

    Taurus Ethical Fund Bonus (PIDCW-A) SIP

    The minimum SIP (Systematic Investment Plan) amount for this is ₹ 0 and you can increase this in multiples of ₹ 100. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 5000.

    Taurus Ethical Fund Bonus (PIDCW-A) Investment volatility and Horizon

    This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to S&P BSE 500 Shariah

    Taurus Ethical Fund Bonus (PIDCW-A) Review

    Taurus Ethical Fund Bonus (PIDCW-A) has a score of 1 on a scale of 5. The fund scores 4 out of 5 based on historical performance. As compared to the other funds in its category, Taurus Ethical Fund Bonus (PIDCW-A) has a score of 1 out of 5. Scipbox has rated this fund 4 out of 5 based on consistency of performance over various years / tenures.

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